Creative Planning
VLU icon

Creative Planning’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History

Creative Planning’s Portfolio VLU Stock Details VLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46M Buy
11,462
+381
+3% +$83.5K ﹤0.01% 1736
2025
Q4 		$2.33M Buy
11,081
+22
+0.2% +$4.55K ﹤0.01% 1599
2025
Q3 		$2.26M Buy
+11,059
New +$2.19M ﹤0.01% 1451

Other funds holding VLU

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NFG
Nadler Financial Group Deerfield, Illinois $1.04B AUM 19.04% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Creative Planning's VLU Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR S&P 1500 Value Tilt ETF (VLU) stake by 3.4% in Q1 2026, buying an estimated $83.5K and bringing the position to 11,462 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Creative Planning first reported a position in VLU in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold VLU as of Q1 2026.

  • Creative Planning held 11,462 shares of State Street SPDR S&P 1500 Value Tilt ETF worth $2.46M as of Q1 2026.
  • Creative Planning bought 381 State Street SPDR S&P 1500 Value Tilt ETF shares in Q1 2026, an estimated $83.5K.
  • State Street SPDR S&P 1500 Value Tilt ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1736 holding.
  • Creative Planning first reported a position in State Street SPDR S&P 1500 Value Tilt ETF in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Value Tilt ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.